improving plans for tomorrow
Consulting
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Plan design recommendations
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Investment policy statement
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Non-qualified plan recommendations
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Spending policy statement for endowments
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Investment committee fiduciary assessments
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Investment committee certified fiduciary training
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Education policy statement
Investment Advisory & Outsourcing
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Investment manager searches
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Investment manager evaluation
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Outsourcing of investment oversight
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Custom target-date models
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Fiduciary vault for secure safekeeping of documents
Vendor Searches
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Vendor due diligence
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Assisting clients to obtain the best value
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Review and negotiate vendor contracts & agreements
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Specializing in searches for record-keepers, auditors, actuaries, custodians, investment advisors, managed account providers
Frozen Pension Plans
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Specialist in terminal funding annuities
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Specialist in guiding underfunded frozen pension plans to termination
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Fiduciary Compliance with the Department of Labor (DOL) Bulletin 95-1
Retirement Readiness
Retirement Readiness
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Retirement plan design that drives successful outcomes
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Targeted participant guidance and advice
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Healthcare savings plans
